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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,758 | $201,344-78.3% | $184,243-76.2% | $145,877-70.0% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 2.53% | 29.01%-26.5pp | 28.82%-26.3pp | 551.28%-548.8pp |
| Employer contribution / active EE | $7,293 | $7,022+3.8% | $6,427+13.5% | $4,663+56.4% |
| Participant deferral / active EE | $10,032 | $9,807+2.3% | $9,132+9.8% | $6,691+49.9% |
| Admin fee / account holder | $17,358 | $16,382+6.0% | $13,914+24.8% | $13,402+29.5% |